Client Success Story

How GrowthSpree Helped Rocketlane Solve Customer Onboarding for SaaS Companies

Multi-channel demand generation across Google, LinkedIn & Facebook that achieved 36% cost reduction per demo booked and 15% month-over-month inbound sales growth

36% Cost Reduction Per Demo
15% Inbound Sales Growth MoM
900 New Prospects Reached
Rocketlane
Rocketlane
Purpose-built software for customer onboarding
Founded
2020
Headquarters
Walnut, California
Company Size
51-100 employees
Recognition
G2 #1 Customer Onboarding

Rocketlane × GrowthSpree — At a Glance

Client Rocketlane — purpose-built customer onboarding SaaS, ranked #1 on G2, founded 2020
Problem Too few demos booked, a leaky two-step form-to-demo funnel, and LinkedIn & Facebook that couldn't gain traction
Result 36% lower cost per demo booked and 15% MoM inbound sales growth, reaching 900+ new prospects
Timeframe Multi-channel engagement across North America, measured month-over-month

The Mission

It is a no-brainer that implementation & customer onboarding is a big problem for SaaS companies. Rocketlane aims to change that. Their mission is to help businesses accelerate time to value and deliver a transparent, consistent, and delightful customer onboarding journey, every single time. They were ranked the top platform for customer onboarding by G2 reviews.

The Challenge

For a collaborative customer onboarding platform like Rocketlane, a delightful customer experience is non-negotiable. The customer base forms the foundation for the company's growth.

Key Challenges Identified

Primary KPI focus: Number of demos scheduled needed to increase significantly
Two-step conversion: Form fill followed by demo scheduling required optimization
Platform struggles: LinkedIn & Facebook marketing couldn't sustain traction initially
Market expansion: Needed targeted approach for North America market

Baseline: Where Rocketlane Started

Baseline snapshot — before the multi-channel program
SpendBudget directed at bottom-of-funnel demo generation across Google, LinkedIn, and Facebook; the mandate was to lower cost per demo, not to scale raw spend.
CAC / cost per demoCost per demo booked was the primary acquisition metric and was too high — later reduced 36%, reaching $540 per demo via remarketing.
Conversion rateA two-step funnel (form fill, then demo scheduling) leaked prospects, and demo volume was the core bottleneck.
Tracking issuesNo unified measurement at the outset — event and heatmap tracking, ad pixels, and HubSpot/Salesforce CRM all had to be built before campaigns could be optimized.

Our Strategy

We knew Rocketlane's best asset would be loyal customers spreading the word about their incredible product. We decided to execute Bottom of the Funnel campaigns along with setting up a robust marketing infrastructure.

The GrowthSpree Approach

GrowthSpree sketched a plan to deploy Google Ads, Facebook Ads, and LinkedIn Ads to initiate a targeted approach towards marketing infrastructure. It was devised to stick to Google Ads for BOFU campaigns while experimenting with FB and LinkedIn Ads for both BOFU and TOFU campaigns. The target location was North America.


GrowthSpree set up the marketing infrastructure including events through GA and GTM, heatmap tracking, ad account setup, and pixel integration. We also worked deeply to setup HubSpot, Salesforce and the entire marketing and sales processes, including implementing Outreach for them.

Strategy at a Glance

Campaigns

Google Ads for high-intent BOFU (branded, high-intent, and competitor keywords), LinkedIn for TOFU lead capture, and Facebook for BOFU, TOFU, and remarketing — all focused on North America.

Bidding & budget

Budget allocated by funnel stage and channel role — intent-heavy spend on Google, cost-efficient remarketing on Facebook — to push cost per demo booked down to $540.

Landing pages & assets

Gated guides, reports, and templates captured and nurtured TOFU leads, while a focused "Book a Demo" flow converted bottom-of-funnel intent.

Tracking

GA and GTM event tracking, heatmaps, ad-account pixels, and HubSpot + Salesforce CRM with Outreach gave every campaign clean attribution and optimization signals.

Plan of Action: Multi-Channel Execution

The campaigns were up and running on all three platforms. They were driving traction and GrowthSpree was keen to monitor the dashboards for more effective implementation.

G

Google Ads

Primary focus via Google was BOFU campaigns. GrowthSpree got down to business with high intent, relevant keywords and also competitor-based keywords. The results amazed the team and proved that the efforts were put in the right direction.

BOFU Focus High Intent Keywords
in

LinkedIn Ads

LinkedIn gave GrowthSpree room to experiment with both BOFU and TOFU campaigns. TOFU worked favorably well for Rocketlane. Deployment of guides, reports, templates helped drive downloads and capture leads for nurturing.

$65 Cost Per Lead (TOFU)

Channel Performance

Per-channel role and cost efficiency
ChannelPrimary roleKey cost metric
Google AdsBOFU — high-intent & competitor keywordsHigh-intent demo conversions
LinkedIn AdsTOFU — guides, reports, templates$65 cost per lead
Facebook / Meta AdsBOFU + TOFU + remarketing$45 cost per qualified lead
Facebook remarketingDemo booking$540 cost per demo booked

How GrowthSpree Saved the Day

1
Marketing Infrastructure Setup

Set up robust marketing infrastructure including events through GA and GTM, heatmap tracking, ad account setup, and pixel integration across all platforms.

2
CRM & Sales Process Implementation

Worked deeply to setup HubSpot, Salesforce and the entire marketing and sales processes. Implemented Outreach for streamlined sales engagement.

3
Multi-Channel Campaign Deployment

Deployed targeted campaigns across Google Ads (BOFU focus), LinkedIn Ads (BOFU + TOFU), and Facebook Ads (BOFU + TOFU + Remarketing) with North America as the target location.

4
Lead Nurturing & Optimization

Captured qualified leads and pushed them to nurturing email drips. Continuously monitored dashboards and optimized campaigns for maximum effectiveness. Achieved Cost Per Demo Booked of $540 through remarketing.

The Results: Multi-Channel Success

36% Cost Reduction
Per Demo Booked
15% Growth in Inbound
Sales Month-over-Month
900 New Prospects
Reached

The Business Impact

What the multi-channel program delivered where it counts — pipeline, qualified leads, acquisition cost, and revenue momentum.

Pipeline — prospects reached 900+ new high-quality prospects entered the funnel across Google, LinkedIn, and Facebook in North America.
SQLs — qualified leads & demos $45 cost per qualified lead on Facebook BOFU and $65 cost per lead on LinkedIn TOFU fed a steady flow of demo-ready prospects.
CAC — cost per demo 36% lower cost per demo booked, with Facebook remarketing reaching $540 per demo.
Revenue — inbound growth 15% MoM growth in inbound sales, compounding month over month as the channel mix matured.

Frequently Asked Questions

Rocketlane achieved a 36% reduction in cost per demo booked and a 15% month-over-month growth in inbound sales, while reaching over 900 new high-quality prospects.
GrowthSpree deployed a multi-channel strategy targeting North America. This included high-intent Google Ads for BOFU conversions, LinkedIn Ads for capturing leads via guides and reports (TOFU) at $65 CPL, and Meta Ads for retargeting and demo signups at $45 Cost Per Qualified Lead.
GrowthSpree built a complete marketing and sales operations foundation. This included event and heatmap tracking via GA and GTM, CRM integrations across HubSpot and Salesforce, ad account pixel setups, and sales engagement workflows using Outreach.
Rocketlane is a purpose-built customer onboarding and collaborative project delivery software platform designed to accelerate time-to-value for B2B SaaS clients, ranked #1 on G2.
Facebook remarketing drove demos at a $540 cost per demo booked, the most cost-efficient channel in the mix, and overall cost per demo booked fell 36% across the program.
Facebook remarketing was the most cost-efficient for demos at $540 per demo booked. LinkedIn TOFU guides and reports captured leads at $65 cost per lead, Facebook BOFU delivered qualified leads at $45 each, and Google Ads focused on high-intent BOFU conversions.

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